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Trusts

A trust is a legal document that can help you control who receives your money and how they receive it. There are trusts for estate planning and also for specific circumstances, such as a special-needs trust that can help support a person with a disability without jeopardizing their government benefits.

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How to Set Up a Trust: The Who, Why, When and How

Trusts aren't just for the wealthy. Work with a CFP® professional to determine if a trust fits your estate plan.

More on trusts and your estate plan

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Medicaid Planning and Asset Protection

Learn about the limited ways that you may protect your assets from spend-down requirements, including irrevocable, testamentary and special needs trusts.

Estate Planning

The Biggest Estate Planning Mistake People Make

Estate taxes benefit you by ensuring your affairs are in order. Learn why the biggest estate planning mistake is failing to plan for constant change.

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5 Tips to Consider When Giving Money to Your Grandchildren

Work with a CFP® professional for guidance on incorporating personal gifting goals, such as helping with grandchildren's education costs, into a financial plan.

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What is Estate Planning - Learn How to Protect Your Heirs When You Are Gone

A comprehensive estate plan tailored to your needs, your legacy and your heirs will provide peace and security for when you’re no longer with them.

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Give Your Graduate an Invaluable Gift A Well-Planned Estate

Soon after your adult child tosses that college graduation cap into the air, it’s a good time to revisit your estate documents and update your financial plans.

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Giving Back More Than One Way to Support Your Alma Mater

The best way to give depends on a multitude of variables, including the size of the gift, its intended impact and the donor’s financial circumstances.

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Maintaining Your Estate Plan

Keeping your estate plan up to date can ensure your future wishes are realized, and prevent your loved ones from experiencing unnecessary stress.

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More Than a Will: Estate-Planning Must Do’s

Everyone – regardless of income level – should have a plan in place to make sure their financial affairs are in order after they pass on.

Find a CFP® Professional

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